Mitsubishi UFJ Trust & Banking Corp Has $156.29 Million Holdings in Advanced Micro Devices, Inc. $AMD

Key Points

• Mitsubishi UFJ Trust & Banking Corp raised its stake in Advanced Micro Devices by 2.4% to 729,768 shares, holdings now worth about $156.29 million.
• Company insiders have been net sellers — CEO Lisa Su sold 125,000 shares (~$26.8M) and EVP Forrest Norrod sold 19,450 shares, with insiders offloading 273,352 shares (~$59.17M) over the past 90 days, leaving insiders owning roughly 0.50% of the stock.
• AMD beat the quarter (EPS $1.53 vs. $1.32; revenue $10.27B vs. $9.65B, +34.1% y/y) but the stock dropped ~3.8% amid analyst downgrades and large fund selling (e.g., ARK), leaving a consensus rating of "Moderate Buy" with a ~$295.46 price target.

Mitsubishi UFJ Trust & Banking Corp lifted its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 2.4% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 729,768 shares of the semiconductor manufacturer's stock after acquiring an additional 17,304 shares during the period. Mitsubishi UFJ Trust & Banking Corp's holdings in Advanced Micro Devices were worth $156,287,000 as of its most recent filing with the SEC.

A number of other large investors have also recently bought and sold shares of AMD. Brighton Jones LLC grew its stake in Advanced Micro Devices by 178.2% during the fourth quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer's stock worth $5,551,000 after buying an additional 29,438 shares in the last quarter. Revolve Wealth Partners LLC grew its stake in Advanced Micro Devices by 2.9% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer's stock worth $1,001,000 after buying an additional 234 shares in the last quarter. Sivia Capital Partners LLC grew its stake in Advanced Micro Devices by 125.1% during the second quarter. Sivia Capital Partners LLC now owns 5,344 shares of the semiconductor manufacturer's stock worth $758,000 after buying an additional 2,970 shares in the last quarter. United Bank grew its stake in Advanced Micro Devices by 22.0% during the second quarter. United Bank now owns 13,255 shares of the semiconductor manufacturer's stock worth $1,881,000 after buying an additional 2,392 shares in the last quarter. Finally, Schnieders Capital Management LLC. grew its stake in Advanced Micro Devices by 361.0% during the second quarter. Schnieders Capital Management LLC. now owns 9,230 shares of the semiconductor manufacturer's stock worth $1,310,000 after buying an additional 7,228 shares in the last quarter. 71.34% of the stock is currently owned by institutional investors and hedge funds.

More Advanced Micro Devices News

Here are the key news stories impacting Advanced Micro Devices this week:

• Positive Sentiment: Bright demand backdrop — AMD benefits from ongoing AI and data‑center spending, and recent earnings/revenue beats underpin the bull case. Advanced Micro (AMD) Soars 13.9%: Is Further Upside Left in the Stock?
• Positive Sentiment: Supply‑chain tailwinds: a key AMD supplier (Sanmina) reported an earnings beat tied to AI hardware demand, signaling continued OEM appetite. AMD Supplier Up 40% This Month Soars On Earnings Beat
• Positive Sentiment: Longer‑term bull narratives remain: pieces arguing AMD can outpace peers on CPUs and benefit from a potential CPU shortage add conviction for investors focused on market share gains. Forget Nvidia: Sudden CPU Shortage Can Make AMD Explode Higher
• Neutral Sentiment: Options strategies: market commentary highlights an options spread on AMD that historically profits in this volatility — useful for traders but not a direct stock catalyst. As Chip Stocks Soar, This Options Spread Trade On AMD Almost Always Makes A Profit
• Neutral Sentiment: Small commercial wins: HostColor announced AMD‑based dedicated servers in Hong Kong — a positive but limited commercial signpost. HostColor Announced 10 Gbps AMD Dedicated Servers in Hong Kong Data Centers
• Negative Sentiment: Analyst downgrades and cautious price targets pressured the tape — Northland cut to Market Perform with a $260 target and Citi kept a Hold/neutral stance at $248, increasing perceived downside. Northland Downgrades AMD to Market Perform: Is the Chip Rally Running on Fumes?
• Negative Sentiment: Major fund selling: Cathie Wood’s ARK Funds unexpectedly sold significant AMD shares, triggering intraday weakness and signaling some institutional profit‑taking. AMD Stock Slips After Cathie Wood's ARK Dumps Millions in Shares
• Negative Sentiment: Sector pullback/risk off: the semiconductor ETF ended a long winning streak and worries about stretched valuations and geopolitical risk weighed on chip names broadly. Semiconductor Stocks End 18-Day Winning Streak. It’s Time to Sell.

Insider Transactions at Advanced Micro Devices

In other news, EVP Forrest Eugene Norrod sold 19,450 shares of the company's stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $216.81, for a total value of $4,216,954.50. Following the completion of the transaction, the executive vice president owned 289,098 shares of the company's stock, valued at $62,679,337.38. This represents a 6.30% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, CEO Lisa T. Su sold 125,000 shares of the company's stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $214.36, for a total value of $26,795,000.00. Following the completion of the transaction, the chief executive officer directly owned 3,152,476 shares of the company's stock, valued at $675,764,755.36. This represents a 3.81% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 273,352 shares of company stock worth $59,173,070. 0.50% of the stock is owned by corporate insiders.

Advanced Micro Devices Stock Down 3.8%

AMD stock opened at $334.51 on Tuesday. The stock has a market capitalization of $545.36 billion, a P/E ratio of 126.23, a price-to-earnings-growth ratio of 1.26 and a beta of 1.96. The company has a current ratio of 2.85, a quick ratio of 2.01 and a debt-to-equity ratio of 0.04. Advanced Micro Devices, Inc. has a 12 month low of $91.87 and a 12 month high of $352.99. The firm has a 50-day moving average price of $224.34 and a 200-day moving average price of $225.82.

Advanced Micro Devices (NASDAQ:AMD - Get Free Report) last posted its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 EPS for the quarter, topping analysts' consensus estimates of $1.32 by $0.21. The firm had revenue of $10.27 billion during the quarter, compared to analysts' expectations of $9.65 billion. Advanced Micro Devices had a net margin of 12.52% and a return on equity of 8.84%. The business's revenue for the quarter was up 34.1% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.09 earnings per share. As a group, equities research analysts anticipate that Advanced Micro Devices, Inc. will post 5.78 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on the stock. Phillip Securities upgraded shares of Advanced Micro Devices from a "moderate buy" rating to a "strong-buy" rating in a research note on Sunday, February 8th. Stifel Nicolaus increased their price objective on shares of Advanced Micro Devices from $280.00 to $320.00 and gave the stock a "buy" rating in a research note on Monday, April 20th. Piper Sandler reiterated an "overweight" rating on shares of Advanced Micro Devices in a research note on Wednesday, February 25th. Wells Fargo & Company reiterated an "overweight" rating and set a $345.00 price objective on shares of Advanced Micro Devices in a research note on Friday, January 30th. Finally, Morgan Stanley reduced their price objective on shares of Advanced Micro Devices from $260.00 to $255.00 and set an "equal weight" rating on the stock in a research note on Wednesday, February 4th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and nine have issued a Hold rating to the company's stock. According to MarketBeat.com, Advanced Micro Devices presently has an average rating of "Moderate Buy" and a consensus price target of $295.46.

Advanced Micro Devices Company Profile

Advanced Micro Devices, Inc NASDAQ: AMD is a global semiconductor company that designs and sells microprocessors, graphics processors, chipsets and adaptive computing solutions for a broad set of markets. The company's product portfolio includes consumer and commercial CPUs under the Ryzen and Threadripper brands, data center processors under the EPYC brand, and Radeon graphics processing units for gaming and professional visualization. AMD also offers semi-custom system-on-chip (SoC) products for gaming consoles and other specialized applications, and provides supporting software and platform technologies for OEMs, cloud service providers and end users.

Founded in 1969, AMD has evolved from a supplier of logic chips into a diversified, fabless semiconductor designer.

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